CPE Catalog & Events
Leadershift: How to Embrace Disruption and Lead Change
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this course include:Why it is critical to lead change in your company nowThe seven steps of leading changeHow to set expectationsHow to create a vision that achieves buy-inHow to form a coalition, an essential component of any change effortHow to create and mobilize change networks to accelerate change The best of the best communication strategiesHow to establish simple 360 feedback Managing yourself
PCAOB Updates
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Online
1.00 Credits
Member Price: $71
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Revisions to AS 2501 New requirements of AS 1210 The audit with other auditors
Trust Fund Recovery Penalty And Request For Refund
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this course include:Learning about the Trust Fund Recovery Penalty (TFRP).Understanding pre-843 requirements when making a request for refund.Employing an effective strategy for removing the Trust Fund Recovery Penalty (TFRP) using IRS internal records.Appealing a rejected Form 843.Live case examples for making a request for refund using Form 843.
2024 The Psychology of Fraud
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Online
1.50 Credits
Member Price: $59
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Fraud Fraud Triangle
Excel - Advanced Financial and Statistical Calculations
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Online
2.00 Credits
Member Price: $118
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Best practices for creating Amortization schedules and calculating annual interest payments calculating and summarizing data with SUMIF and SUBTOTAL functions using statistical functions to Analyze data
More Money: Strategic Ways to Improve Cash Flow
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Online
4.00 Credits
Member Price: $149
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The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases
Implementing and Maintaining an Internal Control System
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Online
8.00 Credits
Member Price: $239
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The major topics covered in this course include:Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Exploring Internal Controls That Could Have Prevented Frauds
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
Revenue Recognition, Financial Instruments, and Leases
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Online
1.00 Credits
Member Price: $71
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FASB accounting standards updates in financial instruments and leases Current Expected Credit Loss (CECL) module Lease obligation
Negotiation Strategy: What to do Before, During and After
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Online
1.50 Credits
Member Price: $69
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negotiation
Mastering Charitable Remainder Trusts and Form 5227Compliance
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Online
2.00 Credits
Member Price: $79
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Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Excel - From a Blank Sheet to a Finished Workbook
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Best practices for creating a report in ExcelGetting data into ExcelTechniques to efficiently create reports in ExcelUsing PivotTables to create interactive reports in Excel
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
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Online
2.00 Credits
Member Price: $99
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How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment
Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
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Online
2.00 Credits
Member Price: $99
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Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules
Mail Fraud and Wire Fraud: Why Business Owners go to Prison
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:What is fraud?How business owners become vulnerable to charges for mail fraud and wire fraudWhat business leaders know about how communications can lead to criminal chargesDiscussion of actual fraud cases involving business leaders that went to prison for wire fraud.Federal sentencing guidelinesSentencing for mail fraud and wire fraud convictions
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
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Online
1.00 Credits
Member Price: $39
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Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
Audit 405: Designing Internal Controls for Smaller Entities
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Evolution of internal control conceptsRevamped 2013 COSO Internal Control - Integrated FrameworkDesigning an adequate 'umbrella' of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entitiesAdditional responsibilities for the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements
Collaborative Communications: Working with Diverse Styles
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Online
2.50 Credits
Member Price: $89
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Communications
Ethical Responsibilities for CPAs: Ethics 2024
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Online
4.00 Credits
Member Price: $159
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Ethical Responsibilities for CPAs The AICPA Code of Professional Conduct PCAOB Ethical Standards The Sarbanes Oxley Act The Foreign Corrupt Practices Act Circular 230 for Tax Practitioners The Dodd-Frank Banking Reform Act
Start a Forensic Accounting Practice with Confidence
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Online
4.00 Credits
Member Price: $149
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The major topics covered in this course include:What equipment is needed to start a forensic accounting practiceThe common services needed by clientsUsing your current skillset, identify the type of services you can provideHow to market your services to a particular segment of possible clientsBest practices in starting a forensic accounting practice